ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | H1 +12.6%; Q2 +2.6% |
|---|---|
| Margins | H1 EBITDA margin 11.6% vs 15.1%; aims to protect margins |
| Demand visibility | Healthy order pipeline cited; not quantified |
| Management confidence | Confident of 20–25% FY27 revenue growth |
Growth
Q2 revenue ₹148.9 cr (+2.6%): exports +41.6% to ₹55.1 cr, domestic −11.6%. H1 gross margin 32.8% (+93 bps).
Outlook
Reiterates FY27 revenue growth of 20–25%; no margin guidance. Expanded welded facility trial production Q4 2027; capacity to 33,218 MTPA by FY28.
Risks
Intensifying private competition; elevated power, fuel and freight costs; EBITDA margin compression; net debt/equity 0.4x.
Last quarter's promises, checked
Delivered
- Export growth 25% FY27 guide → H1 exports +59.4% (= BEAT)
Partly delivered
- FY27 revenue growth 25% → H1 +12.6%, Q2 +2.6%; FY27 range reiterated at 20–25% (= PARTIAL)
- Gross margin 'significant expansion' → H1 gross margin 32.8%, +93 bps (= PARTIAL)
Missed
- FY27 EBITDA margin 14–15% → H1 EBITDA margin 11.6% (= MISS)
- Domestic FY27 growth 20% → H1 domestic −6.6% (= MISS)
- Welded trial runs by end-Q2 FY27 → trial production Q4 2027 (= MISS)
Investor Presentation filed with BSE, NSE: SCODATUBES. Summary written with AI assistance from the document.
Scoda Tubes Ltd: key numbers
- Share price
- ₹105.75
- Market cap
- ₹633.5 Cr
- Revenue (annual)
- ₹518.6 Cr
- Net profit (annual)
- ₹38.84 Cr
- P/E (TTM)
- 22.8×Sector 16.9×
- Promoter holding
- 66.43%+0.00% QoQ
- FII holding
- 8.57%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Scoda Tubes Ltd
All →Scoda Tubes Other Announcement
Scoda Tubes filed CRISIL's monitoring agency report on IPO proceeds for the quarter ended September 30, 2026. No deviation from issue objects was reported.
Scoda Tubes Q2 FY27 Results: Net Profit ₹4.8 Cr, Down 65.7% YoY
Scoda Tubes approved unaudited standalone results for Q2 and H1 FY27. Half-year revenue was ₹2,732.93 million and profit for the period ₹100.35 million.
- Key figure
- Net profit ₹4.8 Cr · -65.7% YoY
Scoda Tubes Board Meeting Date
Scoda Tubes Ltd intimated that its Board meeting is scheduled for 06 Nov 2026. The agenda includes approval of unaudited Q1 FY27 standalone results.
Scoda Tubes Other Announcement
The company submitted its Reconciliation of Share Capital Audit Report for the quarter ended September 30, 2026, as required by SEBI regulations.
Scoda Tubes Annual General Meeting
Scoda Tubes Limited conducted its 18th Annual General Meeting on September 26, 2026. The company reviewed financial statements, remuneration, and related party transactions.
Scoda Tubes Management Change
Scoda Tubes Limited announced a name change for its Secretarial Auditor from M/s. ALAP & Co. LLP to M/s. Prasad and Partners LLP. The auditor's terms remain unchanged.